Sponsored Session:

1. Content-Aware Integration with SharePoint®
Transform® Filer: One-Click Indexing, Storage & Retrieval from Any Source Application
April 4, 2013

2. Today’s Agenda
• Meet the Presenter
Troy Kloberdanz | Business Development Manager
• Content Management Challenges
• Product Overview
• Customer Case Study
• Q&A

3. About Bottomline Technologies
1,000+
HerAord,
UK
Reading,
UK
Employees
London,
UK
Portland,
ME
New
Malden,
UK
Frankfurt,
Germany
NASDAQ:
Marlton,
NJ
Portsmouth,
NH
10,000+ Global
East
Brunswick,
NJ
Raleigh,
NC
Worldwide
Great
Neck,
NY
Wilton,
CT
Paris,
France
EPAY
AlphareIa,
GA
Customers Norcross,
GA
Offices in Revenue $224M
US, EMEA &
Asia-Pac
Melbourne,
AUS
New
Zealand

4. 23 Years of Continuous Growth & Success
$250
$225
$200
• 1000+ employees worldwide
$175
• Award winning solutions
$150 • Customer-driven innovation
$125 • Solution depth across multiple markets
• Long-standing customer relationships
$100
• Recognized as a “Best Place to Work” winner
$75
$50
$25
$0
90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13
Revenue

5. Content Management Challenges
• No central place to manage documents • Content silos
• No efficient retrieval or content search • No document lifecycle management
for documents
BUSINESS APPLICATIONS
Human
Manufacturing
Resources
Data Data
Financials Sales
Data

6. Content Management Solution
• Document Lifecycle Management • Collaboration
• Enterprise Search & Retrieval • Records Management
Human
Manufacturing
Resources
Data Data
SharePoint
Financials Sales
Data

7. SharePoint Adoption Challenges
• Users must know proper
document destination
• Users must know proper indexing…
if they add index data at all
• Taxonomy and folder structure
becomes chaotic
• Storage, search and retrieval
becomes a manual process
that disrupts workflow

8. Link Business Applications & SharePoint
• Keeps users in familiar business applications for more efficient retrieval and storage
• Reduce time to research and recall information
• Give users an easy-to-learn process
• Minimize end user training for IT
• Store all content in one location: SharePoint
User Transform Filer
BUSINESS APPLICATION
Easily Link Content

9. Transform Filer Benefits
Satisfied Users
• Eliminate time searching in file cabinets or shared directories
• Faster access to information
• Eliminate duplicate data entry
• Less distractions; extension of application
• Improved customer service
Happy IT Staff
• Reduced training and IT costs
• Use existing infrastructure
• Connect information silos
Simplify SharePoint usage and increase adoption

10. What it Does
• One-Click find for retrieving relevant documents in SharePoint
from the Business Application
• One-Click accurate indexing of documents for storage into SharePoint from
the Business Application
• No code integration of Business applications with SharePoint
• Drag and drop setup & configuration
• Centrally managed from one location
• Windows, Browser and Emulators

11. Content Management Challenges Addressed
• Common Examples
• Receiving Packing Slips
• Sales Order Processing
• SharePoint On-boarding with
accurate indexing data
• Easier retrieval using indexed data

12. On-boarding Receiving Documents
User Transform Filer
BUSINESS APPLICATION
Easily Link Content
RCT116 TIMELYSH0001
TIMELYSH0001
RCT116

13. Sales Order Tracking
User Transform Filer
BUSINESS APPLICATION
Easily Link Content
2413
2413
4243
4243

14. Realized Value
• Increased Productivity
• Simplifies SharePoint Usage
• Higher User Adoption
• More Focus - Less Distractions
• SharePoint is the Document
Management Platform
• Lower Total Cost of Ownership
and Support

15. Customer Case Study
Transform Filer

16. • British overseas territory with a high degree of internal self-government
Company • Governor is responsible for police, external affairs, internal security
and defense
• Departments were paper-intensive
• Back-up documents were not effectively or securely stored
Problem • Upgrading to JDE E1 and SharePoint 2010; desired a method to
easily integrate without a complex effort
• Introduction of new software platforms required considerable training
Create an electronic record of documentation required for each
Solution payment, and then accurately associate those documents with the
correct transactions in JDE for easy reference and retrieval.
• 30% reduction in time to process payments
• All required documentation now correctly associated with each payment
in EnterpriseOne, dramatically reducing time to research and recall
Results information, as well as increasing accuracy
• Reduction in physical storage space, including the elimination of 2
off-site facilities previously required for paper retention

17. Thank You!
For more information, please contact:
Visit us at Booth #705
z
Troy Kloberdan
Development
Man ager, Business
rive
325 Corporate D
03801
Portsmouth, NH
P 303.557.2543
M 303.888.6956
omline.com
tkloberdanz@bott
.com
www.bottomline